Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q4 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-205- 0.92% |
$8.44K - $8.88K
|
22.1K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-274- 0.11% |
$11.3K - $11.9K
|
241K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-309- 4.99% |
$12.7K - $13.4K
|
5.89K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-576- 1.24% |
$23.7K - $25K
|
46K
$1.91M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-609- 1.74% |
$25.1K - $26.4K
|
34.4K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 6.24% |
$53.4K - $56.3K
|
19.5K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.78K- 17.1% |
$73.1K - $77K
|
8.61K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.73K- 27.29% |
$113K - $118K
|
7.28K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.08K- 6.89% |
$127K - $134K
|
41.7K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.98K- 12.18% |
$164K - $173K
|
28.7K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.01K- 11.83% |
$165K - $174K
|
29.9K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.49K- 19.92% |
$185K - $195K
|
18K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.54K- 46.65% |
$187K - $197K
|
5.19K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.76K- 2.79% |
$237K - $250K
|
201K
$8.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.94K- 2.08% |
$245K - $258K
|
280K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.64K- 25.03% |
$273K - $288K
|
19.9K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.8K- 58.17% |
$446K - $469K
|
7.78K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 27.98% |
$481K - $506K
|
30.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.7K- 55.3% |
$563K - $593K
|
11.1K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14K- 27.33% |
$578K - $609K
|
37.3K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16.1K- 71.37% |
$661K - $696K
|
6.44K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20.3K- 13.26% |
$834K - $878K
|
133K
$5.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-26.6K- 3.35% |
$1.09M - $1.15M
|
768K
$31.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-31K- 82.29% |
$1.28M - $1.34M
|
6.67K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-41.8K- 10.51% |
$1.72M - $1.81M
|
356K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-54.8K- 23.98% |
$2.26M - $2.37M
|
174K
$7.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-141K- 10.46% |
$5.81M - $6.12M
|
1.21M
$50.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-247K- 37.79% |
$10.2M - $10.7M
|
406K
$16.9M
|